Enhancing insight-driven customer interactions with an engine

Abstract

Insight-driven interactions with customers may be enhanced in a holistic approach. A customer relationship management (“CRM”) methodology may include: (1) evaluating a customer strategy; (2) identifying customer segments from a customer base; (3) forming an interaction strategy; (4) defining a series of experiences based on the strategy; (5) applying those interactions with customers during interactions; and (6) monitoring the results of the customer interactions. A computer aid may preferably guide a user through some of these steps. A modular, vendor-independent, centralized, rules-based engine may perform processing to deliver tailored customer experiences, relying on values for prioritized experiences identified through use of the computer aid.

Description

RELATED APPLICATION [0001] This application is related to commonly assigned co-pending patent applications “Enhancing Insight-Driven Customer Interactions” (Attorney Docket No. 60021-378601, Ser. No. ______) and “Enhancing Insight-Driven Customer Interactions with a Workbench” (Attorney Docket No. 60021-379701, Ser. No. ______), both filed March ______, 2004, and both of which are incorporated herein by reference. FIELD OF THE INVENTION [0002] This invention relates to customer relationship management (“CRM”). More particularly, the invention relates to a system, method and computer program for enhancing interactions between a customer and a company through the use of: (1) a guided customer experience management methodology, (2) a software application toolset that allows business users to analyze the effectiveness of previous treatments and define new treatments to apply during customer interactions, and (3) a rules-based engine for applying those treatments in real-time as customer...

AI Technical Summary

Problems solved by technology

Companies have had difficulty developing and implementing both individual proficiencies and end-to-end proficiencies required to achieve the goals of CRM.

Companies have struggled in the proficiency and process of defining a customer experience and associated treatments.

Presently, there is no process to holistically define the customer experience across all contact points, products and services, and there are also no tools to capture and automate treatments in a systematized approach.

This ultimately creates inconsistent experiences and treatments across channels as well as increases maintenance of all the channel applications.

But while certain companies have had limited success at implementing some of the proficiencies individually, companies are challenged to implement all of the capabilities needed to completely realize goals of CRM.

Companies have struggled to implement insight driven interactions.

They have not been able to leverage the process of defining intended customer interactions such that it actually feeds the data repository needed to drive the actual interactions.

They have not been able to streamline the process of building analytical models and driving the results into interactions quickly enough to optimize the results.

They have not had a centralized means by which they could define and implement intended customer treatments across all customer interaction channels.

Unfortunately, these systems rely on their own rules processing and internal code / configurations to make interaction decisions based on customer insight.

Once a customized system has been created, it requires continual maintenance and may be difficult and / or time consuming to recode, reconfigure or update.

This is very time consuming and inefficient, especially for any systems that are tightly coupled with backend systems, and code that is not well documented or modularized, such as IVR systems.

Trying to create a consistent experience across more than one channel system (i.e. IVR, Web, Agent Desktop, E-Mail, Kiosk, etc.) requires code changes to occur on all channels which is again time consuming and inefficient.

Modifying a number of channels to incorporate one change is inefficient and often error prone.

In addition, working across functionality is also inefficient and error prone.

IVR, Web, Agent) or functions (i.e., Marketing, Sales, Service) as opposed to customer or customer segments, the effort to define and build consensus, document, and act on consistent strategies is a challenge.

Often, these barriers exist because of misaligned priorities (generate sales versus lower cost to serve versus maximize customer lifetime value), misaligned incentive programs (higher commissions for new sales versus retention cross sales activities), and / or focus on channel as “the in solution”—i.e., web.

The need for constant customizations and modifications also creates an opportunity for inconsistencies.

Or, current systems for a channel may not offer the same capability as another channel.

This is also inefficient.

While some of level of customization is available in existing interaction systems, a systematic approach that offers customization from a central location to all of the communication channels at once is not available.

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